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UIM

USS Investment Management Portfolio holdings

AUM $27.8B
1-Year Est. Return 39.42%
This Fund
S&P 500
This Quarter Est. Return
-0.19%
1 Year Est. Return
+39.42%
3 Year Est. Return
+108.96%
5 Year Est. Return
+136.28%
10 Year Est. Return
+521.6%
AUM
$25.6B
AUM Growth
+$4.05B
Cap. Flow
+$4.67B
Cap. Flow %
18.26%
Top 10 Hldgs %
52.84%
Holding
523
New
15
Increased
358
Reduced
32
Closed
11

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.93B
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.82B
3
KLAC icon
KLA
KLAC
+$165M
4
AMZN icon
Amazon
AMZN
+$119M
5
NVDA icon
NVIDIA
NVDA
+$88.1M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$89.8M
2
EWY icon
iShares MSCI South Korea ETF
EWY
+$85.2M
3
SPGI icon
S&P Global
SPGI
+$66.2M
4
AON icon
Aon
AON
+$59.6M
5
MAR icon
Marriott International
MAR
+$55.1M

Sector Composition

Rank Sector Weight
1 Technology 21.43%
2 Consumer Discretionary 8.8%
3 Financials 8.37%
4 Industrials 5.61%
5 Healthcare 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NET icon
51
Cloudflare
NET
$109B
$61.2M 0.24%
296,322
+242,668
+452% +$46.3M
MELI icon
52
Mercado Libre
MELI
$98.4B
$58.5M 0.23%
33,838
+18,188
+116% +$35.1M
ISRG icon
53
Intuitive Surgical
ISRG
$142B
$56.6M 0.22%
122,666
+61,465
+100% +$31.1M
CVX icon
54
Chevron
CVX
$386B
$56M 0.22%
270,642
+10,663
+4% +$1.94M
GFI icon
55
Gold Fields
GFI
$36B
$54.5M 0.21%
1,200,151
-600,662
-33% -$30.2M
AMD icon
56
Advanced Micro Devices
AMD
$774B
$53.6M 0.21%
263,731
+2,306
+0.9% +$492K
CSCO icon
57
Cisco
CSCO
$475B
$53.3M 0.21%
686,466
+12,251
+2% +$959K
BAP icon
58
Credicorp
BAP
$30B
$53M 0.21%
156,358
+46,014
+42% +$15.4M
BAC icon
59
Bank of America
BAC
$448B
$52.9M 0.21%
1,084,283
+16,100
+2% +$831K
MRK icon
60
Merck
MRK
$322B
$52.2M 0.2%
434,031
+10,994
+3% +$1.27M
BSAC icon
61
Banco Santander Chile
BSAC
$16.5B
$52.1M 0.2%
1,561,544
– –
FMX icon
62
Fomento Económico Mexicano
FMX
$40.3B
$51.4M 0.2%
462,624
+143,430
+45% +$15.4M
PLTR icon
63
Palantir
PLTR
$420B
$49.7M 0.19%
339,653
+6,058
+2% +$926K
AZN icon
64
AstraZeneca
AZN
$246B
$49.6M 0.19%
+255,467
New +$49.3M
KO icon
65
Coca-Cola
KO
$372B
$49.4M 0.19%
649,696
+11,795
+2% +$892K
GE icon
66
GE Aerospace
GE
$382B
$49.4M 0.19%
174,088
– –
AMAT icon
67
Applied Materials
AMAT
$417B
$48.1M 0.19%
140,884
-12,203
-8% -$4.1M
SHOP icon
68
Shopify
SHOP
$196B
$47.8M 0.19%
403,039
+211,299
+110% +$27.8M
LRCX icon
69
Lam Research
LRCX
$390B
$47.7M 0.19%
223,245
+4,293
+2% +$960K
SPOT icon
70
Spotify
SPOT
$103B
$46.3M 0.18%
95,481
+69,647
+270% +$35M
GS icon
71
Goldman Sachs
GS
$301B
$44.1M 0.17%
52,193
+784
+2% +$699K
WFC icon
72
Wells Fargo
WFC
$264B
$42.6M 0.17%
534,992
+8,299
+2% +$713K
CAT icon
73
Caterpillar
CAT
$388B
$41.3M 0.16%
58,354
– –
ORCL icon
74
Oracle
ORCL
$419B
$40.5M 0.16%
275,202
+8,530
+3% +$1.39M
UNH icon
75
UnitedHealth
UNH
$365B
$40.3M 0.16%
148,923
-301,393
-67% -$89.8M
1 2
3
4 5

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USS Investment Management's Q1 2026 Portfolio in Review

As of Q1 2026, USS Investment Management held 523 positions worth $25.6B, up 19% from $21.5B the previous quarter. Its ten largest holdings account for 53% of the portfolio.

USS Investment Management deployed $4.67B of net new capital in Q1 2026, opening 15 new positions and adding to 358 existing holdings. Its largest new stake was AstraZeneca: 255,467 shares worth $49.6M.

By sector, the portfolio is most concentrated in Technology at 21% of assets, down from 24% a quarter earlier, followed by Consumer Discretionary and Financials.

On the sell side, the largest reduction was UnitedHealth, an estimated $89.8M trimmed.

  • USS Investment Management's largest Q1 2026 buy was AstraZeneca: 255,467 shares worth $49.6M.
  • USS Investment Management added most to Vanguard S&P 500 ETF in Q1 2026, an estimated $1.93B increase.
  • USS Investment Management's biggest Q1 2026 reduction was UnitedHealth, cutting an estimated $89.8M.
  • USS Investment Management fully exited RenaissanceRe in Q1 2026, selling an estimated $5.09M.
  • USS Investment Management's ten largest holdings make up 53% of its $25.6B portfolio in Q1 2026.
  • USS Investment Management opened 15 new positions and closed 11 in Q1 2026.
  • USS Investment Management's portfolio value rose 19% quarter-over-quarter to $25.6B.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.